CASEY BMW

Set up your admin account

This is the first time the app has run. Create the admin (HR) login — you'll manage everyone else from inside the app.

CASEY BMW

Set a new password

You're signing in with a temporary password. Choose your own to continue.

CASEY BMW

Performance Reviews

Sales · F&I · Customer Experience — start a new review or open the dashboard

Start a new review — choose the team member’s role:

CASEY BMW

Reviews Dashboard

Every review you have access to — open one to prep, edit, or review.

Employee	Role	Period	Status	Due	Overall	Updated

Daily Check-In

Daily Expectations

Per client advisor · Per check-in block unless actively with a client

Calls

10 per block

5 calls per hour minimum

Appointments

2 per day

Minimum daily target

Ups

Log every up

All floor & phone traffic

Sold

Track every deal

Any deal worked to close

CASEY BMW

Users & Roster

Manage who can sign in and what they can see. Roles take effect immediately, and feed the Daily Check-In roster.

Name / Email	Role	Status

Add a new login

New users get a temporary password and must set their own the first time they sign in. Sales-floor roles (GSM, GM, Sales Manager, Portfolio, Client Advisor) appear on the Daily Check-In roster automatically.

Full name

Temporary password

Role

Apex Board

Set up your admin account

Set a new password

Apex Board

Performance Reviews

Reviews Dashboard

Performance Review

Users & Roster

Apex Board

Set up your admin account

Set a new password

Apex Board

Performance Reviews

Reviews Dashboard

Performance Review

Reference & Definitions

Users & Roster

Change your password